Dismissal Request
Service portal users can submit a dismissal request for themselves in accordance with a corporate template. Managers can submit a dismissal request for their subordinate employees.
In their portal cabinet, the users can monitor the processing of their request and communicate with the employee assigned to it.
The information about all submitted dismissal requests is stored in the HRM Request (hrm_request) table of the agent interface.
Create a dismissal request in the agent interface
A direct manager with the hrm_supervisor role or their delegates can submit a dismissal request for their subordinate employees. To do so, complete the following steps:
- In the agent interface, navigate to Organization → Employees and filter records by specifying the current user in the Manager column.
- Open the required employee's record.
- In the burger menu in the upper-left corner of the form, click Terminate employee.
- In the modal window that opens, fill in all the required fields and click Send.
Create a dismissal request on the portal
Dismissal requests can be created by service portal users with access to the HR category of the Service Catalog.
Read more in the Service Portal – Dismissal Request article.
View a request
The list of dismissal requests is available to agent interface users with the required roles. They can view the requests in one of the following ways:
| Path | Steps |
|---|---|
| Via HR Task Management |
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| Via Onboarding and Dismissal |
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Form fields of the Resign or terminate an employee HRM request model
General tab
| Field | Mandatory | Description |
|---|---|---|
| Urgency | N | Specify the urgency of the request. Available options:
|
| Assignment group | Y | The field shows the group responsible for processing employment record book copy requests. |
| Assigned user | N | The field shows the user assigned to the request. You can specify another user or assign the request to yourself if you have the required role. |
| Caller | Y | The field shows the user who initiated the request. |
| Company | Y | The field shows the company from which the employee will be dismissed. |
| Employee | Y | The field shows the employee that needs to be dismissed. |
| Dismissal date | Y | The field shows the date of the final work day for the employee. |
| Delegate | N | The field references the employee who will substitute the dismissed manager. The field appears if a manager was specified in the Employee field when creating the request. After closing the request completed with the result Solved, the specified employee will replace the resigned or dismissed manager in the following columns:
|
| Form instances | The field references the HR form instances filled out by the specified employee. | |
| Application template | N | The field shows the application template for resigning or terminating an employee. |
| Description | N | The field shows additional information about the employee to be dismissed or the request. |
Related Records tab
The Related Records tab is visible only to users with the hrm_admin or admin role. Use this tab to create a link to other service requests.
Related lists
- HRM Subtasks – a list of subtasks included in the request.
- Approvals – a list of approval tickets with their states and the names of approvers.
- Form Instances – a list of filled out form instances attached to the request.
Process a request
Process a request using the UI actions described below.
| UI action | Description | Roles required |
|---|---|---|
| Assign to me | Click to assign the request to yourself. The request enters the Assigned state, and the Assigned user field is completed with the name of the current user. The button is available on the forms of Approved requests assigned to a group. |
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| Reassign | Click to reassign the request to another group or user. Fill in all the required fields in the modal window that opens and click Reassign. The button is available on the request forms in all states except Closed. |
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| Postpone | Click to start working on the request later. The button is available on the forms of Assigned request or those In progress. |
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| Start work | Click to start working on the request. The request enters the In progress state. The button is available on the forms of Assigned and Postponed requests. |
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| Request more info | Click to request additional information. The button is available on the form of requests in the In progress state. |
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| Complete | Click to complete your work. The button is available on the forms in the Information needed or In progress state. Fill in all the required fields in the modal window that opens. Available options for the Result field:
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| Close | Click to close the request. The button is available on the forms Completed requests. Closing a request completed with the Solved result automatically archives the active employment contract of the dismissed employee. |
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| Delete | Click to delete the request. The button is available in the burger menu on the forms of requests in any state. | hrm_admin |